Salesforce

My Honest Take on Salesforce

I’ve implemented Salesforce for enterprise clients and migrated dozens of companies away from it. Here’s what I’ve learned.

When Salesforce Shines

1. Ultimate Customization - You can build almost anything. Custom objects, workflows, approval processes—the platform is incredibly flexible.

2. Enterprise Features - Territory management, CPQ (Configure-Price-Quote), advanced forecasting. Features that enterprise sales teams actually need.

3. Ecosystem - AppExchange has thousands of apps. Whatever you need, someone’s built it.

4. Security & Compliance - SOC 2, HIPAA, GDPR—Salesforce checks all the boxes for regulated industries.

The Reality Check

1. Total Cost of Ownership - The license cost is just the beginning. Add admin salaries, consultant fees, app subscriptions, and training. Budget 2-3x your license cost.

2. Complexity - Salesforce can do everything, which means it takes forever to set up correctly. Average implementation: 6-12 months.

3. Admin Dependency - Without a skilled admin, Salesforce becomes a glorified spreadsheet.

Salesforce vs HubSpot

I get this question constantly. Here’s my framework:

Choose Salesforce if:

• 200+ sales users
• Complex approval workflows
• Multi-currency, multi-territory needs
• Regulatory compliance requirements
• You have (or will hire) a Salesforce admin

Choose HubSpot if:

• Under 200 users
• Marketing-sales alignment is priority
• You want faster time-to-value
• Budget is a concern
• No dedicated admin resources

Migration Expertise

I specialize in Salesforce-to-HubSpot migrations. If you’re considering a switch, let’s talk—the grass really can be greener.